A detailed history of Aventura Private Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 25,965 shares of WFC stock, worth $2.17 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
25,965
Holding current value
$2.17 Million
% of portfolio
0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$77.62 - $87.3 $2.02 Million - $2.27 Million
25,965 New
25,965 $2.42 Billion
Q3 2025

Jan 07, 2026

BUY
$77.05 - $85.16 $142,465 - $157,460
1,849 Added 7.74%
25,747 $2.16 Billion
Q2 2025

Jan 07, 2026

SELL
$60.98 - $80.12 $39,027 - $51,276
-640 Reduced 2.61%
23,898 $1.91 Billion
Q1 2025

Jan 07, 2026

SELL
$66.78 - $81.42 $95,295 - $116,186
-1,427 Reduced 5.5%
24,538 $1.76 Billion
Q4 2024

Jan 07, 2026

SELL
$54.98 - $77.35 $155,263 - $218,436
-2,824 Reduced 10.88%
23,141 $1.63 Billion

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $317B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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